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maryannstringer9
February 11, 2025
Question

In the past I've entered a second (spouse) PERS information as soon as I finished one. Now I don't see where it is entered.

  • February 11, 2025
  • 1 reply
  • 0 views
Filing jointly but spouse has separate retirement accounts. Where/when does that go? In the past, I could put it in immediately following the primary account.

    1 reply

    X
    xmasbaby0
    Employee
    February 11, 2025

    When you are entering income on a joint return, every income entry screen will either have a spot with both spouse’s names there, or when you click to enter a W-2, 1099R, etc. it will ask you by name which spouse it is for.  You do not have to wait for the software to “ask” you for your spouse’s income.

    **Disclaimer: Every effort has been made to offer the most correct information possible. The poster disclaims any legal responsibility for the accuracy of the information that is contained in this post.**
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